Assistant Manager, Private Clients

CSC; Guernsey (WY); Hybrid; USD 54,000 - 81,000; Full time

Benefits offered by this job

Hybrid/Remote work options

Annual leave and benefits

Job summary

CSC is seeking an Administrator/Senior Administrator, Private Clients in Guernsey. The role leads day-to-day administration of private client trusts and companies, ensuring compliance with client service agreements and Guernsey regulations, including AML/CFT.

The position emphasizes accuracy, stakeholder coordination, and timely completion of regulatory duties in a hybrid/onsite setup. The successful candidate will manage records, draft minutes, coordinate with lawyers and banks, support

Qualifications

• Relevant experience in a regulated fiduciary, financial services, or professional services environment (private clients/trust and company administration)
• Strong organization and time-management skills, with the ability to manage competing deadlines and deliver a high standard of client service
• Working knowledge of Guernsey regulatory expectations for fiduciary services, including AML/CFT and governance requirements
• Clear written communication skills, including drafting minutes and maintaining well-documented client files
• Proficient IT skills, with confidence using core business systems and Microsoft Office applications
• A solid educational background (A Levels/Baccalaureate or equivalent), including GCSEs (or equivalent) in English and Mathematics

Responsibilities

• Lead the administration of a portfolio of private client trust and company structures, ensuring accurate execution of client instructions
• Maintain complete, orderly, and up-to-date client records, including drafting minutes and meeting notes to an appropriate standard
• Coordinate with lawyers, accountants, tax advisers, and banks to support ongoing management of complex private client matters
• Oversee cash management and payment processing, ensuring tasks are completed accurately and on time
• Partner with the Accounts team to support bookkeeping and annual accounts preparation, ensuring timelines are met
• Monitor and support timely fee collection, including proactive follow-up of outstanding debtors
• Action compliance and file review points promptly in collaboration with the Assistant Manager/Manager and control functions
• Ensure timely completion of annual tax filings and AEOI reporting (CRS/FATCA)
• Stay current on Guernsey fiduciary and private client industry developments
• Deputise for the Assistant Manager as requested to support team delivery

Skills

Organization & time-management

Written communication

Client service

Stakeholder coordination

Education

A Levels / Baccalaureate or equivalent with GCSEs in English and Mathematics

Tools

Microsoft Office

Job description

Job Description

Administrator/ Senior Administrator, Private Clients

Location: Guernsey

Schedule: Monday to Friday, 36.25 hours per week

Work Arrangement: Hybrid / On-site

The Administrator/ Senior Administrator, Private Clients will lead the day-to-day administration of a portfolio of Guernsey trusts and companies, delivering high-quality fiduciary services and an excellent client experience. You’ll ensure work is completed in line with client service agreements and applicable Guernsey regulatory requirements (including AML/CFT and relevant reporting obligations). This role partners closely with internal stakeholders and external advisers to progress transactions, maintain accurate records, and meet statutory deadlines.

Key Responsibilities

• Lead the administration of a portfolio of private client trust and company structures, ensuring accurate execution of client instructions
• Maintain complete, orderly, and up-to-date client records, including drafting minutes and meeting notes to an appropriate standard
• Coordinate with lawyers, accountants, tax advisers, and banks to support the ongoing management of complex private client matters
• Oversee cash management and payment processing, ensuring tasks are completed accurately and on time (including work delegated within the team)
• Partner with the Accounts team to support bookkeeping and annual accounts preparation, ensuring agreed timelines are met
• Monitor and support timely fee collection, including proactive follow-up of outstanding debtors in line with internal processes
• Action compliance and file review points promptly in collaboration with the Assistant Manager/Manager and relevant control functions
• Ensure timely completion of annual tax filings, AEOI reporting (e.g., CRS/FATCA where applicable), and other legislative/regulatory deadlines
• Stay current on Guernsey fiduciary and private client industry developments, escalating risks, issues, and process improvement opportunities
• Deputise for the Assistant Manager as requested to support team delivery and consistent service standards

Required Qualifications

• Relevant experience in a regulated fiduciary, financial services, or professional services environment (private clients/trust and company administration)
• Strong organization and time-management skills, with the ability to manage competing deadlines and deliver a high standard of client service
• Working knowledge of Guernsey regulatory expectations for fiduciary services, including AML/CFT and governance requirements
• Clear written communication skills, including drafting minutes and maintaining well-documented client files
• Proficient IT skills, with confidence using core business systems and Microsoft Office applications
• A solid educational background (A Levels/Baccalaureate or equivalent), including GCSEs (or equivalent) in English and Mathematics

Preferred Qualifications

• STEP, ICSA/CGI, or similar qualification (fully or part-qualified), or a demonstrated willingness to study toward a relevant professional qualification
• Experience supporting AEOI reporting (CRS/FATCA) and coordinating tax filing requirements for trust and company structures
• Experience liaising with banks on account operations, KYC refreshes, and payment-related queries
• Familiarity with Guernsey fiduciary best practice and GFSC-regulated environments

Career path

This role offers a clear development pathway within CSC’s Private Client Services teams in Guernsey, with opportunities to deepen technical fiduciary expertise and progress into leadership. Typical progression may include:

• Senior Administrator, Private Clients
• Assistant Manager, Private Clients
• Manager, Private Clients
• Senior Manager, Client Director, Director (or a cross-functional pathway into Compliance, Risk, Operations, or Client Relationship Management)

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging.

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.

About The Team

At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.

• CSC is a great place to work with smart and dedicated people.
• We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
• We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
• Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
• CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.